RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.14B
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.9B
AUM Growth
+$321M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$73.2M
2
+$43.7M
3
+$24.8M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$11.6M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$10.5M

Top Sells

1
+$68.5M
2
+$42.8M
3
+$23.6M
4
CSCO icon
Cisco
CSCO
+$3.66M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.78M

Sector Composition

1 Technology 11.69%
2 Financials 7.43%
3 Healthcare 5.1%
4 Consumer Discretionary 5.09%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.72M 0.06%
32,591
+17,783
227
$1.7M 0.06%
19,843
-157
228
$1.7M 0.06%
82,330
-15,704
229
$1.7M 0.06%
18,525
-1,326
230
$1.69M 0.06%
43,896
+1,828
231
$1.68M 0.06%
97,720
+925
232
$1.68M 0.06%
54,935
+20,503
233
$1.65M 0.06%
22,453
-1,112
234
$1.64M 0.06%
21,298
+8,765
235
$1.64M 0.06%
16,798
+567
236
$1.61M 0.06%
10,789
+1,128
237
$1.6M 0.06%
26,560
+13,124
238
$1.59M 0.05%
12,222
+364
239
$1.58M 0.05%
1,894
+159
240
$1.58M 0.05%
19,439
-1,027
241
$1.57M 0.05%
5,334
+591
242
$1.56M 0.05%
18,001
+9,506
243
$1.56M 0.05%
16,763
-610
244
$1.56M 0.05%
6,234
+1,364
245
$1.55M 0.05%
25,663
-123
246
$1.54M 0.05%
93,576
+13,097
247
$1.54M 0.05%
6,035
+151
248
$1.54M 0.05%
23,548
-5,468
249
$1.53M 0.05%
8,258
+323
250
$1.52M 0.05%
14,469
+3,701
8 9
10
11 12